This is the update is for ProductCart versions v5.2.1, v5.3, v5.4.0 and v5.4.1 ONLY and it will install the latest Authorize.Net API (OAuth 2) platform. For more information about this update check out our New Authorize API Gateway for ProductCart article and view our Pre-Install Checklist for Authorize hosting requirements.
IMPORTANT NOTES:
- CAPTURE ALL FUNDS BEFORE UPGRADE: Any orders that use Authorize.net need to have their payment captured prior to the upgrade. Failure to do this will result in having to manually process any orders previously in "Authorized" payment status. This has to be done through the merchant's Authorize.net gateway portal to "capture" payment.
- RECONNECT ACCOUNT AFTER UPGRADE: You will need to re-connect your Authorize.net account after installation. Please ensure you are available to do this, otherwise this payment method will not be available at checkout. You will need MASTER Admin access or have "Payment" privileges checked for any other User Profile to complete the onboarding process within the ProductCart Control Panel.
- CREDIT CARDS NOT STORED: The new API doesn't store credit cards on ProductCart to reauthorize and charge customers anything more than the original order total. However, if your business model requires the flexibility to charge more after a completed "Authorized" order, it is still possible. You just need to add a processing fee by a fixed amount or percentage on Step 2 of settings to accommodate the need for making increased price adjustments after taxes, shipping or other fees are calculated post completed order.
REMEMBER YOUR SETTINGS: It may be a good idea to screenshot your OLD settings or take note of how you handle purchases currently (like in Steps 1 and 4).
For example:
- Do you currently use "Authorize Only" on a successful order and charge the credit card later, or do you prefer to "Sale" to capture funds immediately?
- Do you want to accept eChecks?
- In Step Four, do you have any defaults changed on how you process the order in ProductCart?
If you can't recall these settings now or wish to change them, they can be adjusted anytime in the future after the upgrade.
Please follow the steps below to upgrade:
1. Turn Your Store Off & Backup Your Store
It is highly recommended when upgrading to turn your store "OFF" then back up your website files and database in case you need to restore your website to a point before the upgrade. When finished upgrading, remember to turn your store back "ON" in Store Settings.
Read more about these setting here -> https://docs.productcart.com/link/article/how-to-turn-onoff-your-productcart-store1
2. Remove Current Authorize (former AIM Integration) Payment Option
Once store is OFF and backed up, remove your current Authorize.net AIM payment option under PAYMENTS >> View & Edit Active Payment Options
3. Install New Authorize API Files
Now you'll add the Authorize gateway files. In the install set, find the folder labeled with the ProductCart version you're using, then simply copy the files to their corresponding directories.
NOTE: You'll need a current Support & Updates Plan to download the New Authorize.net file set.
4. Enable New Authorize.net API Gateway
Log in to the control panel under PAYMENTS >> ADD NEW PAYMENT OPTIONS click on Gateway Solutions dropdown, and select "AuthorizeNet" then click the "Enable" button.
5. Connect to Authorize.net & Onboarding Process
On the next page, click the "Connect" button. This will redirect you to your Authorize.net account and walk you through connecting Authorize to ProductCart.
NOTE: The database update will be run automatically when you're connecting your Authorize.net account.
See screenshots below for the order of the onboarding process.
6. Exploring Settings
Configure Account Options (Step 1)
Here you can set Transaction Type. You can set it to "Sale" which capture funds immediately after an order. You can also make it "Authorize Only" which allows for collecting funds at a later time. Additionally, you can choose which credit cards to allow and whether to give eCheck as a payment option.
Processing Fees (Step 2)
If you wish to add a flat fee per order, or fee based on order total, you can do this on this step.
Edit Display Name of Payment Option (Step 3)
By default, the Payment Name is "Credit Card Auth.Net" but you can change that to just Credit Card, or whatever you prefer. You can update the display name of the eCheck as well.
Order Processing (Step 4)
If the box is checked, you can have orders to set to "Processed" in ProductCart on each successful purchase. This is a ProductCart flag for orders, not a gateway function.
If the dropdown is left as "Default" then payment status will be determined by the option selected on Step 1 in the payment settings which would either be "Authorize" if Authorize Only was selected, or "Paid" if Capture was selected.
What does Authorize.net API look like when installed?
You'll see the Authorize.Net and (if selected) Authorize eCheck on the main Payment Options screen.
If you have any questions or need assistance with this installation, please email support.